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IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$11.9M
3
+$11M
4
AAPL icon
Apple
AAPL
+$7.55M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.7M

Top Sells

1
+$3.1M
2
+$1.65M
3
+$964K
4
VALE icon
Vale
VALE
+$929K
5
SHOP icon
Shopify
SHOP
+$885K

Sector Composition

1 Technology 22.89%
2 Financials 9.63%
3 Consumer Discretionary 7.83%
4 Communication Services 7.09%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$436K 0.03%
7,689
+2,067
402
$434K 0.03%
5,673
+1,828
403
$433K 0.03%
22,625
+299
404
$432K 0.03%
+3,119
405
$432K 0.03%
+3,845
406
$430K 0.03%
5,872
+356
407
$429K 0.03%
4,295
-741
408
$428K 0.03%
1,816
-91
409
$428K 0.03%
7,045
-369
410
$428K 0.03%
+4,585
411
$427K 0.03%
+9,274
412
$425K 0.03%
5,704
-229
413
$424K 0.03%
+8,353
414
$423K 0.03%
8,632
+298
415
$422K 0.03%
20,050
-1,079
416
$420K 0.03%
10,042
-731
417
$417K 0.03%
11,028
+3,829
418
$416K 0.03%
5,660
+1,472
419
$414K 0.03%
4,290
+1,097
420
$412K 0.03%
8,722
-1,889
421
$410K 0.03%
6,458
+46
422
$409K 0.03%
3,452
-286
423
$409K 0.03%
4,281
-316
424
$408K 0.03%
5,824
-124
425
$407K 0.03%
1,700
-115
15 16
17
18 19